Promotion Preferences
Before you can use promotions, you must enable the feature in Prism Node Preferences > Node Preferences > Transactions > Promotions. After enabling promotions, you can define the settings.
Node Preferences > Transactions > Promotions. Refer to the following table for information about the available settings.
| Preference | Description |
|---|---|
| Enable Promotions | (Required) The Enable Promotions checkbox must be enabled to use Promotions. |
| Automatically Apply Promotions | If selected, Promotions are applied automatically at POS. No user interaction is required. |
| Manually apply promotions | If selected, promotions are applied manually. Promotions can be applied manually in two ways: 1) The user can click Options > Apply Promotions or, 2) the user can click the Tender Transaction button and depending on the "Tender Action" preference either be prompted to apply promotions or the promos will be applied automatically upon clicking the button. (See the following description of the Tender Action preference) |
| Tender Action | Tender Action is only available if "Manually Apply Promotions" is selected. When "Manually Apply Promotions" is selected, the Tender Action preference determines what happens when the user clicks the Tender Transaction button. None: The user is not prompted to apply promos upon clicking Tender Transaction. To apply promotions manually, the user must click Options > Apply Promotions on the main transaction form. Prompt: The user is prompted to apply promos and can either choose Yes or No. Apply: The user is not prompted to apply promos. Promotions are applied automatically. |
| Apply promotions to manually discounted items | This preference, if enabled, ensures that any item with a manual discount applied will be included when applying promotions. If disabled, then items with a manual discount will be excluded when applying promotions. Default = Disabled. Here is a sample use case: A merchant has issued a coupon that entitles a customer to 50 percent off any item in inventory. Using the preference, the merchant can still include the item in BOGO promotions (for customers who do not have the coupon). If a customer does have the coupon, the merchant applies a manual discount to the item. |
| Use predefined discount reasons | This preference allows retailers to restrict discount reasons used on promotions to the defined list of reasons. With the preference enabled, the Discount Reason field displays existing POS Discount reasons in a dropdown. The available discount reasons are the same as those used for manual discount reason selection. Default = Disabled. When enabled (for the logged session), configuring Promotions will show the discount reason codes as dropdown selections. The list of available codes will be the same as manual discount reason selection. When disabled (for the logged session), the reason codes are freeform entry. Switching modes: When the user is in freeform mode, they can enter any Discount Reason. If they then switch to Predefined mode, the previously entered reason will be appended to the dropdown list. If the user then changes that reason to a predefined one and saves, then the freeform entry will be gone. |
| Apply promotions based on | Select the price to use as the basis (starting point) when applying promotions. This setting only affects percentage-based discounts to items (promos). Amount and Price based discounts will not be affected. Original Price: The discount amount is calculated from the Orig Price. The original price is the price before discounts. Note: The original price may or may not be the "Price" in the currently active price level. There is a preference setting that controls which price level is used for the "original price." This preference is found in Admin Console > Node Preferences > Transactions > General: Bring Original Price from: [Price Level]. Current Price: The discount amount is calculated from the current Price. The current price is the current Doc Price, which may include discounts (the original price does not include discounts). Active Price: The discount amount is calculated from the "Price" in the currently active price level. This setting is useful if a different price level than the active price level has been selected in Admin Console > Node Preferences > Transactions > General: Bring Original Price from Price Level. By selecting Active Price, the user can ensure that percentage-based promotions use the "Price" in the currently active price level as the basis (starting point) when applying promotions. |
| Receipt item field to use for storing manual discount | When a promotion is applied, the name of the promotion is written to one of the Item Note fields (Item Note 1 through Item Note 10). This makes it easier to do reporting on the success or failure of individual promotions. In the Prism Admin Console Node Preferences > Transactions > Promotions, navigate to the Receipt Item field to use for storing manual disc setting. Select the desired Item Note field from the drop-down list. When one or more promotions are applied to an item, the plugin populates this field with a comma-separated list of all Promotion Names of promotions that are applied to the item. |
| Do not allow duplicate promotions names | When this preference is enabled, users are prevented from entering a promotion name that is a duplicate of another promotion name. Entering a duplicate promotion name will give user an error message and will not save the changes.
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See the New Promotion topic for steps for creating a new promotion.